Form 540 - California Resident Income Tax Return - 2001

Download a blank fillable Form 540 - California Resident Income Tax Return - 2001 in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form 540 - California Resident Income Tax Return - 2001 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

Reset Form
Print and Reset Form
California Resident
FORM
Income Tax Return 2001
540
Fiscal year filers only: Enter month of year end: month________ year 2002.
PBA Code
Step 1
Your first name
Initial
Last name
P
If joint return, spouse’s first name
Last name
Place
Initial
label here
AC
or print
___________
___________
___________
___________
___________
Present home address — number and street, PO Box, or rural route
Apt. no.
PMB no.
A
Name
and
State
ZIP Code
City, town, or post office
R
Address
-
RP
Step 1a
Your social security number
Spouse’s social security number
IMPORTANT:
-
-
-
-
Your social security number
SSN
is required.
Step 2
1
Single
2
Married filing joint return (even if only one spouse had income)
Filing Status
3
Married filing separate return. Enter spouse’s social security number above and full name here ___________________________
4
Head of household (with qualifying person). STOP. See instructions.
Fill in only one.
5
Qualifying widow(er) with dependent child. Enter year spouse died _________ .
6 If your parent (or someone else) can claim you (or your spouse, if married) as a dependent on his or her
Step 3
¼
tax return, even if he or she chooses not to, fill in this circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
For line 7, line 8, line 9, and line 11: Multiply the amount you enter in the box by the pre-printed dollar amount for that line.
Exemptions
7
Personal: If you filled in 1, 3, or 4 above, enter 1 in the box. If you filled in 2 or 5, enter 2
X $79 =
$_________
in the box. If you filled in the circle on line 6, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
X $79 =
$_________
8
Blind: If you (or if married, your spouse) are visually impaired, enter 1; if both, enter 2 . . . . . . . . . . . . . . . . . .
8
¼
X $79 =
$_________
9
Senior: If you (or if married, your spouse) are 65 or older, enter 1; if both, enter 2 . . . . . . . . . . . . . . . . . . . .
9
Total
$_________
10
Add line 7 through line 9. This is your total exemption credit before the dependent exemption credit . . . . . . .
10
11
Dependents: Enter name and relationship. Do not include yourself or your spouse.
______________________ _______________________ ______________________
Dependent
¼
X $247 =
$________
11
______________________ _______________________ Total dependent exemption credit . . . . . . . .
Exemptions
¼
Step 4
12 State wages from your Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
13 Enter federal adjusted gross income from Form 1040, line 33; Form 1040A, line 19;
Taxable
Form 1040EZ, line 4; or TeleFile Tax Record, line I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
¼
Income
14 California adjustments – subtractions. Enter the amount from Schedule CA (540), line 33, column B . . . .
14
Caution: If line 33, column B is a negative amount, see Schedule CA (540), line 33 instructions.
Attach check or
money order here.
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions . . . . . . . . . 15
¼
16 California adjustments – additions. Enter the amount from Schedule CA (540), line 33, column C . . . . . .
16
Caution: If line 33, column C is a negative amount, see Schedule CA (540), line 33 instructions.
¼
17 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
18 Enter the
Your California itemized deductions from Schedule CA (540), line 40; OR
{
{
larger of:
Your California standard deduction shown below for your filing status:
• Single or Married filing separate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2,960
• Married filing joint, Head of household, or Qualifying widow(er) . . . . . . $5,920
¼
(Dependent of someone else and filled in the circle on line 6 . . . . . See instructions)
. . . . . . .
18
19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0- . . . . . . . . . . . . . . . . .
19
Step 5
¼
20 Tax. Fill in circle if from:
Tax Table
Tax Rate Schedule
FTB 3800 or
FTB 3803 . . . .
20
Tax
Caution: If under age 14 and you have more than $1,500 of investment income, read the line 20
instructions to see if you must attach form FTB 3800.
Attach copy of your
Form(s) W-2, and
21 Exemption credits. If your federal AGI is more than $130,831, see instructions. Otherwise,
W-2G. Also, attach
add line 10 and line 11 and enter the result here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
any Form(s) 1099
showing California
22 Subtract line 21 from line 20. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
tax withheld.
23 Tax. Fill in circle if from:
Schedule G-1, Tax on Lump-Sum Distributions
¼
form FTB 5870A, Tax on Accumulation Distribution of Trusts . . . . . . . . . .
23
24 Add line 22 and line 23. Continue to Side 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
54001109
Form 540
2001 Side 1
For Privacy Act Notice, get form FTB 1131.
C1

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2